Daniel Matthews is a financial advisor at High Peaks Wealth Strategies with eleven years of industry experience. He holds a Series 7 and 66 designation and has worked at firms including Eagle Strategies, NYLIFE Securities, and Cetera. Outside of advising, Daniel manages Matthews Pharmacy Inc., a retail community pharmacy, where he serves as Treasurer. High Peaks Wealth Strategies offers discretionary asset management, ERISA 3(21) retirement-plan consulting, and subscription-based financial planning to individuals, high-net-worth households, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical security analysis and invests primarily in stocks, bonds, ETFs, and no-load mutual funds on a discretionary basis.

Mark Teerlinck is the principal advisor at Elite Wealth Management in Parker, Colorado, with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Avant Garde Advisors LLC and Wealthsource Partners LLC. Elite Wealth Management provides discretionary portfolio management and financial planning services to individuals, families, trusts, estates, and retirement plan participants. The firm employs a client risk profile-driven investment approach that emphasizes broad diversification, uses portfolio analytics tools, and offers concentrated, actively managed equity strategies uncommon among independent advisers.

Kevin Zech is the principal of KL Zech Investments, an independent firm based in Parker, Colorado. He holds a Series 63 designation and has 27 years of industry experience, having led his firm since its founding in 1998. Outside of his advisory work, he maintains a separate agricultural real estate business with limited time commitment. KL Zech Investments provides fee-based discretionary portfolio management and financial advice primarily to individual clients, including retirement, trust, family, and business accounts. The firm’s investment approach centers on client-specific asset allocation models and combines fundamental analysis with technical analysis for security selection and timing.

Kaleb Paddock is a CFP® with nine years of industry experience, currently serving as the sole advisor at Ten Talents Financial Planning LLC in Parker, CO. His prior experience includes roles at Aspiriant, LLC and Stanford Investment Group, Inc. He has maintained his independent practice since 2018. Ten Talents Financial Planning provides financial planning and discretionary investment management to individuals, families, trusts, estates, and high-net-worth clients. The firm typically begins engagements with project-based financial planning and offers tax preparation and planning services to investment management clients, utilizing diversified, long-term portfolios with passive, low-cost mutual funds and ETFs tailored through fundamental analysis and Investment Policy Statements.

Scott Campbell is a CFP® and ChFC® with 26 years of experience in financial advising. He has been the principal of Wealth Acumen, Inc. since 2004. In addition to his advisory role, he serves as president of Life Acumen, Inc., a company providing accounting and consulting services to business clients. Wealth Acumen, Inc. is an independent, fee-only advisory firm serving individuals, trusts, and business entities with discretionary portfolio management, financial planning, and consulting. The firm emphasizes fundamental analysis, long-term holdings, and incorporates a significant allocation to physically-backed precious metal trusts within its investment approach.

Craig Johnston is a financial advisor with Fiduciary Counsel, Inc. in Aurora, Colorado. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 1999, he has worked at Foresight Management Co. Inc. Outside of advisory work, he is involved in managing automated teller machines that generate residual income for his firm. Fiduciary Counsel, Inc. provides investment supervisory and portfolio management services to individuals, families, trusts, and business entities, along with financial planning, tax planning, and tax-return preparation. The firm utilizes third-party technology and managers, including Envestnet and Dimensional Fund Advisors, and combines in-house tax services with advisory work, supporting both discretionary and non-discretionary management relationships.

Brett Hickman is a Series 65-licensed financial advisor with VSI Capital Group, bringing over 11 years of industry experience including a prior role at Janus Henderson Investors. He is also employed by the U.S. Department of State in a non-investment-related capacity. VSI Capital Group is an independent, fee-only firm offering wealth management, investment management, and financial planning services to individuals, high-net-worth clients, corporations, and other advisers. The firm’s approach combines Modern Portfolio Theory with both passive and active strategies, providing discretionary portfolio management and regular reviews, along with complementary seminars and speaking engagements on investment and personal finance topics.

Jason Yeager is the sole advisor at JDY Eigen Advisors in Parker, CO, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2011 to 2019, and he has operated JD Yeager & Co L.L.C. since 2020. JDY Eigen Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as small businesses, foundations, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis, utilizing strategies such as core-and-satellite, active management, and value investing, and offers both direct portfolio management and access to a broad range of third-party model managers.

EIGHT PEAKS Wealth Management is a Fee-Only Financial Planning practice based in Parker, Colorado serving individuals, families and business owners across the United States. Founded by Brett R. Polzin, CFP®, a US Air Force Veteran, EIGHT PEAKS is a HERO-FRIENDLY advisory. We especially enjoy working with Military Veterans, Health Care Workers, and Educators who feel like they have been neglected by the larger investment firms. Through the holistic and collaborative EIGHT PEAKS approach, we create comprehensive financial plans and investment strategies for people who just want help without feeling pressured. We strive to meet you where you are, on your schedule and to simply be there for support when you need it.

We provide tax advice for clients who want to make the most of a significant financial opportunity, such as selling a major asset, managing a concentrated stock position, running a small business, or minimizing your taxes during retirement. We examine many different potential strategies to identify which might be the best fit for your situation and your goals. We provide advice for a flat project fee, which means you do not have to commit to a long-term engagement, and you do not have to transfer assets to our management. The fee for a planning project will depend on the complexity of your situation and the breadth of topics you want assistance with. Clients with special tax situations may benefit from our Specialized investment management service, which utilizes options trading to control risk and generate tax losses. This type of investment management is not appropriate for all clients, but given the right opportunity, it could create significant tax savings.

Terry Lambert is a Series 65-licensed financial advisor with one year of experience at Tailored Tax and Wealth, an independent firm he founded. Prior to this, he worked at the Department of Treasury for five years and Charles Schwab for four years. Tailored Tax and Wealth provides portfolio management, financial planning, and tax compliance and bookkeeping services to individual and corporate clients. The firm employs Modern Portfolio Theory through Betterment Advisor Solutions and integrates tax and accounting services alongside investment management.

Brian Rudd is a financial advisor at Kickstart Financial Planning LLC in Parker, CO. He holds a Series 65 designation and has experience working at Anteriq, LLC and RTX. In addition to his advisory role, he operates a practice-management software business. Kickstart Financial Planning LLC provides financial planning and advisory services to individuals and families, with a focus on early-career professionals. The firm offers fee-for-service financial plans and investment consultation without managing client portfolios or using assets-under-management fees.

Clay Anderson is a CFA® charterholder with 19 years of industry experience and has been with Ascendance Wealth since its founding in 2007. His prior work includes roles at Money Professionals, LLC, Hoonuit, and TeamQuest. Outside of his advisory work, he is involved in a family agricultural operation in Colorado, primarily focused on livestock caretaking, and periodically undertakes short-term financial consulting projects for private business clients. Ascendance Wealth serves individuals, small businesses, corporations, and investment companies with discretionary and limited non-discretionary portfolio management. The firm manages customized strategies with an emphasis on diversification, periodic rebalancing, and uses both fundamental and technical analysis to align portfolios with client objectives.

Douglas Aumont is a CFP®-designated financial advisor with 11 years of industry experience. He is the founder and financial planner of Financial Thinking Partner Wealth Advisors in Parker, CO. His prior experience includes roles at Arkadios Capital, Bander Wealth Management, and Fidelity Brokerage Services. In addition to advisory services, he is a licensed insurance agent and dedicates significant time to insurance and annuity sales. Financial Thinking Partner Wealth Advisors serves individuals and high-net-worth clients, providing discretionary portfolio management combined with ongoing financial planning. The firm uses a mix of actively managed income investments, tactical strategies, and passive diversified models, tailoring allocations to client goals and risk tolerance.

Scott Altschul is a financial advisor at Conexus Capital Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Conexus since 2016. In addition to his advisory role, he is the managing member of Old School Wealth Management, a bookkeeping entity related to his firm’s ownership. Conexus Capital Management serves high-net-worth individuals, families, trusts, estates, and institutional clients with portfolio management, financial planning, and consulting. The firm employs a strategic asset allocation approach combining passive core holdings with actively managed satellites, incorporating both fundamental and technical research and offering access to alternative strategies for qualified investors.

Kevin Ferm is a financial advisor with 21 years of industry experience, currently with 345 Investment Advisory, LLC and Centaurus Financial, Inc. He holds a Series 66 credential and has previously worked at Equitable Advisors and Axa Advisors, Llc. Outside of his advisory roles, he has various outside insurance appointments. 345 Investment Advisory is an SEC-registered firm that offers discretionary portfolio management and advisory services to trusts, estates, charitable organizations, corporations, and retirement-plan participants, focusing on plan-linked and institutional-style accounts. The firm employs a mix of proprietary and third-party model portfolios and sub-advisers, using fundamental and technical analysis alongside strategies such as direct indexing, options, and alternative investments.

Benjamin Spicer is a financial advisor at Lift Asset Management with one year of industry experience. He holds a Series 65 credential and has held positions at both Lift Asset Management and Rocky Mountain Lift Asset Management. Prior to his advisory roles, he worked in educational institutions including the University of Colorado Boulder, University of Colorado, Colorado Mountain College, and Aspen High School. Lift Asset Management provides portfolio management and financial consulting primarily for individual and high-net-worth clients. The firm uses a combination of core passive allocations with active tactical adjustments based on fundamental analysis and modern portfolio theory, managing accounts on a discretionary basis with regular reviews.

Jonathan Bonner is a financial advisor at Rowley Financial LLC and holds a Series 65 credential. He has one year of industry experience, previously working in various roles outside the financial services sector, including positions at Enterprise Mobility and Northern Virginia Pediatric Associates. Rowley Financial LLC provides portfolio management, pension consulting, and financial planning services to individuals, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis with a long-term trading approach, managing approximately $86.8 million in assets for about 63 clients.

Joseph Rowley is a financial advisor with Rowley Financial LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at Rowley Financial/Commonwealth Financial Network from 2000 to 2018 and operating as a sole proprietor from 1998 to 2024. Rowley Financial LLC serves individuals, including high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning services. The firm employs a combined fundamental and technical analysis approach with long-term trading strategies and maintains personalized investment policies while conducting regular portfolio reviews.

Clinton Edgar is a financial advisor at Better Pockets Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, OneAmerica Securities, and the Colorado Department of Education. Outside of advising, he has been involved with Amazon Vine for two years. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services. The firm uses a combination of passive and active strategies through third-party platforms and offers educational seminars and workplace retirement participant support.